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Financial planning
The first set of research performed on the Australian separately managed accounts market has shown the products currently on offer need to improve their functionality bef...
Superannuation
The latest study compiled by AMP Capital Investors and Investment Trends regarding self-managed superannuation funds has revealed the burden of compliance and keeping abr...
Financial planning
Xplan has beaten its competition by ranking first in an independent review of Australian financial planning software....
Financial planning
Despite being launched less than a month ago, AdviserNETgain, Asgard Wealth Solution’s practice and planning management technology, has come out on top in the hybrid cate...
Financial planning
AMP Capital Investors has made its first serious foray into the retail market with the launch of four open ended funds through its Private Clients channel....
Superannuation
The latest AMP Capital/Investment Trends SMSF Investor Report has revealed compliance is now clearly the number one challenge being faced by people running their own supe...
Financial planning
Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....
Superannuation
The Federal Opposition is calling for tougher regulation and clearer disclosure of SMSFs following the release of ATO figures on asset values and fees charged in SMSF acc...
Superannuation
Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...
Financial planning
Clients of financial planners are investing more of their assets according to their planner’s recommendations, with 88 per cent rating the overall quality of the service ...
Financial planning
Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...
Superannuation
Product designers will welcome a survey’s discovery that most people establish self-managed superannuation funds for greater control of their investments, rather than for...
Financial planning
Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...